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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
TD Private Client Wealth
476
TD Private Client Wealth
New York
$587K -$26.4K -155 -4%
Nomura Holdings
477
Nomura Holdings
Japan
$576K +$146K +856 +33%
TW
478
TrinityPoint Wealth
Connecticut
$571K +$12.1K +71 +2%
Horizon Investments
479
Horizon Investments
North Carolina
$566K +$37.1K +218 +7%
Donaldson Capital Management
480
Donaldson Capital Management
Indiana
$564K -$14.5K -85 -2%
Illinois Municipal Retirement Fund
481
Illinois Municipal Retirement Fund
Illinois
$559K – – –
Mission Wealth Management
482
Mission Wealth Management
California
$553K +$162K +950 +40%
DBRC
483
D.B. Root & Company
Pennsylvania
$550K – – –
SFM
484
Signet Financial Management
New Jersey
$549K -$22K -129 -4%
Veritable
485
Veritable
Delaware
$544K +$8.52K +50 +2%
Wellington Management Group
486
Wellington Management Group
Massachusetts
$542K -$255K -1,497 -31%
BA
487
Bridgewater Advisors
New York
$542K – – –
IRF
488
IBM Retirement Fund
New York
$537K – – –
FANJ
489
Financial Architects (New Jersey)
New Jersey
$536K – – –
WA
490
Wealth Alliance
New York
$511K +$10.7K +63 +2%
KRSITF
491
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$509K +$5.28K +31 +1%
IEFM
492
IQ EQ Fund Management
Ireland
$507K +$128K +749 +33%
ATC
493
Argent Trust Co
Tennessee
$504K – – –
OSIA
494
O'Shares Investment Advisers
Massachusetts
$502K -$150K -881 -23%
WSCM
495
Wellington Shields Capital Management
New York
$497K – – –
BFA
496
Beaumont Financial Advisors
Massachusetts
$482K – – –
Quadrant Capital Group
497
Quadrant Capital Group
Ohio
$468K +$4.26K +25 +0.9%
FA
498
FDx Advisors
Illinois
$468K +$6.98K +41 +1%
NGA
499
Naples Global Advisors
Florida
$460K – – –
PWAG
500
Polaris Wealth Advisory Group
California
$457K – – –